The Staff tool under the Admin section is where you can setup staff accounts and permissions.
In this article, we will cover how to individuall add staff members, bulk import staff within a few clicks and how to manage permissions.
To add new staff members, select Admin on the left, then Staff:
You have two options:
1 - Add an Individual Staff Member
2 - Bulk Import Staff
1 - Add an Individual Staff Member
Select CREATE NEW and input the user's Email Address, and press Submit:
On the Create New Staff Member screen, fill out the following to complete setting up the user:
Forename, Surname, Job Title.
After you press CREATE, you’ll be taken back to the list of all the staff in your Profile.
Tip - Job title is optional, but we recommend adding this, as it will make it easier when you set up your groups.
2 - Bulk Import Staff
We've created a simple import process to help you get your staff into the system as quickly as possible.
On the Staff page, select IMPORT STAFF to start the 3 step process:
Step 1 - Download the template via the DOWNLOAD TEMPLATE button:
You'll see the download shown in the bottom-left of your web browser.
Click on the FPM Core Bulk Upload.csv file to open the spreadsheet.
Step 2 - Complete the spreadsheet with your staff details, and press Save in Excel.
You have 6 columns:
Title | Forename | Surname | Email | Job Title | Mobile Number
Important - If you see the following popup after pressing Save", select Yes:
Step 3 - Upload the Spreadsheet back into Core
You can either drag and drop the file from your PC into the 3rd Box or press Drag and drop your file here or click to browse it. A window will open, allowing you to choose the Excel file from your PC.
If you can't locate the file, look in your Downloads folder.
After Import, you will see a confirmation message confirming how many staff have been imported:
Back in Manage Staff, you’ll see a list of all staff members.
If you need to add new staff in the future, you can do so via the “Create New” option. Or again, use the Import tool.
Activating a User Account
Each staff member will receive an email with a unique link to activate their account.
The link takes them to the Stericycle Learning Centre, where they can set and confirm a password to activate their account:
User Permissions
Staff members can have different permissions depending on their role in your organisation.
You have two types of Permissions:
- Stericycle Learning Centre - System Administrator provides access to:
- Admin section (Staff, Groups and Staff Synchronisation tools)
- Training - Manage e-learning and staff certification centre
- Training Permissions - Training Administrator provides access to:
- Training - Manage e-learning and staff certification centre
Important - By default, both permissions are turned off for all new users. Users will still have access to view any resources and allocated training. You only need to turn on permissions if you want staff to be able to manage staff access or manage the distribution of e-learning courses, as seen below:
Enable User Permissions
Within the Staff section, hover over a staff member, and press the Edit Staff button on the right-hand side:
Permissions will show on the right. From here, you can toggle on access depending on the staff members role:
If the user needs access to all areas - Turn on System Administror.
If the user only needs access to manage e-learning content - Turn on Training Administrator
If the user does not need access to the admin or to be able to manage e-learning across the team, please keep both permissions disabled.
Enable, Disable, or Delete User Access
System Administrators can access the Admin section to enable, disable, or delete user access.
You may want to temporarily disable access for a user or delete a user if they have left. Or update their personal details or email address.
To do so, select Admin from the left, then Staff from the drop-down.
If you hover over a staff member, you can either:
- Click on the staff member row to open up their profile.
- Select the Edit Staff icon to open up their profile.
- Select the Bin icon to delete their profile.
Disable a user
After clicking on a user's name, their user's profile opens up, allowing you to change the user account from Active to Disabled via the Toggle at the top:
Update a user's email address
If the user has changed their email, locate their profile and press the yellow pencil icon. A new field will appear where you can enter the users new email address.
Enter the user's email and press Submit
Important - The user will receive an email to their old email account with a link that they need to click on to accept the change and update their email address. Their account will not update until they click on this link.
Delete a user
Hover over the staff members' account and select the Bin icon to delete their profile.
Select Yes on the Confirmation popup to delete the staff member.
Staff members who have been disabled won't be able to log in to the Stericycle Learning Centre.